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3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-31 |
Branch Locations
3067 W. Ina Road #125, Tucson, AZ 85741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 07/2019 | Present |
| Independent Licensed Insurance Agent | Clovis | CA | 10/1997 | Present |
| Beckworth Financial Group | Fresco | CA | 10/2018 | Present |
1.) Beckworth Financial Group ; YES INVESTMENT RELATED; 8050 N Palm Ave Suite #300 Fresno, CA 93711 ; INSURANCE SALES; Financial Planner; START DATE 10/2018; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) Gateway City Church; NOT INVESTMENT RELATED; 1865 Herndon Ave, Clovis, CA 93611; Licensed Minister; START DATE 07/2009; APPROX 30 HRS/MONTH; APPROX 30 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 3.) Independent Licensed Insurance Agent; YES INVESTMENT RELATED; 8050 N Palm Ave Suite #300 Fresno, CA 93711 ; INSURANCE SALES; Insurance Agent; START DATE 10/1997; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-10 |
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